tag:blogger.com,1999:blog-7098996384802571287.post3359934121264776087..comments2024-02-23T00:15:28.982-08:00Comments on Silicon Valley Blog: I hear you Reed Hastings, I'm long NetflixAnonymoushttp://www.blogger.com/profile/00956446135946650343noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7098996384802571287.post-20135389656084967952011-02-06T00:25:02.123-08:002011-02-06T00:25:02.123-08:00Know what I think? Maybe you should be going back ...Know what I think? Maybe you should be going back to your room and studying the difference between "value" and "growth" investors. You seem to know neither, and I'll be damn sure to check the prices of puts on Netflix expiring within 3 years. You better ready up my money within that time, thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7098996384802571287.post-45680964194134942702010-12-22T15:51:07.450-08:002010-12-22T15:51:07.450-08:00You don't really give any reasons why Netflix ...You don't really give any reasons why Netflix deserves a 70+ multiple, nor refute any of Tilson's reasons for a reduction in profit margin as they work to expand their streaming library.<br /><br />$250 January 2013 calls can be sold for $30+. <br /><br />I'll stay short, thanks.Anonymousnoreply@blogger.com